+247.1%
CL vs VOO
+817.1%
-569.9%
-29.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.4% | -1.1% | -1.3% |
| 7D | -2.2% | +0.1% | -2.3% | -2.2% |
| 30D | -4.8% | +0.1% | -4.9% | -4.9% |
| 3M | +4.9% | +2.0% | +2.9% | +3.6% |
| 6M | -5.7% | +13.0% | -18.7% | -11.6% |
| YTD | +14.4% | +13.6% | +0.8% | +6.8% |
| 1Y | +8.7% | +20.1% | -11.3% | -1.6% |
| 3Y | +30.0% | +77.6% | -47.6% | -6.8% |
| 5Y | +28.4% | +82.4% | -54.1% | -10.9% |
| 10Y | +50.1% | +316.8% | -266.8% | -40.1% |
| All | +247.1% | +817.1% | -569.9% | -8.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded VOO wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling